See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,419 | $70,669+37.9% | $169,368-42.5% | $75,163+29.6% |
| Participation rate | 58.4% | 64.8%-6.3pp | 77.1%-18.7pp | 67.2%-8.8pp |
| Annual return | 14.65% | 36.36%-21.7pp | 405.60%-390.9pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,312 | $2,211-40.6% | $4,013-67.3% | $2,670-50.8% |
| Participant deferral / active EE | $2,454 | $4,311-43.1% | $6,221-60.6% | $4,125-40.5% |
| Admin fee / account holder | $11,557 | $5,402+113.9% | $9,003+28.4% | $5,651+104.5% |